Welcome to the
TDA4advisors Blog

We are excited to share a collection of relevant, timely, and insightful articles that can help you grow and strengthen your business. TD Ameritrade and leading industry experts will be contributing their unique perspectives on the challenges and opportunities that RIAs are facing today. Thank you for joining our community and we look forward to connecting with you!

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  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

Inclusivity. A win-win-win.

When you do work that matters, in a way that reveals your values, you’re sending a message to everyone around you.

As we’ve seen over the past few years, the values of a firm and its leaders can no longer be a secret. Or separate. They are intertwined with the firm’s brand. And while scary, that can be a good thing.

We see many advisory firms weaving their values into the fabric of how they do what they do. The leaders of these firms are shaping the culture they themselves want to be part of. And the best thing? They’re not alone. Potential hires — even prospective clients — often end up thinking: “Hey, I want to be part of that.” What your firm stands for, the kind of social capital you bank, matters more than ever — especially with the next generation of hires and clients.

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  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

NextGen doesn’t always mean younger gen

You know by now that my definition of NextGen is different – it means anyone who isn’t here now. That means women, people of color, LGBTQ, career changers, former military, the list goes on… We recognize that our graying industry needs to diversify, to reflect the diversifying pool of investors. (If you need more convincing, read my last blog here.) It’s pretty clear that we need to explore untapped talent pools if we’re going to meet the future need for financial planning.

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  • by Kate Healy
  • Managing Director, Generation Next, TD Ameritrade Institutional

AdvoKate: What we can do to increase diversity in financial planning

The RIA industry has continued to experience steady growth each year — and I can tell you, it’s not due to luck.

Individuals are looking for trusted financial advice more than ever and they want to work with someone they feel they can relate to. And right now, the RIA pool doesn’t look like the investors.

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